Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Generation-Skipping Transfer Exemption Could Lose Superpowers
By Allison BellThe Biden administration wants to limit how long it can shield assets from taxes.
March 16, 2022
3 Stretch IRA Alternatives After IRS' Secure Act SurpriseTax-efficient estate planning strategies exist, but each has its own rules.
March 16, 2022
How to Craft 'Super Roths' for Wealthy ClientsThere's an attractive niche for advisors who use sophisticated life insurance strategies to manage wealth across generations.
March 15, 2022
IRS Rules on an Estate That Inherited an IRAThe agency let the surviving spouse roll the IRA assets into another IRA without paying extra federal income taxes.
March 09, 2022
Roth IRA Conversions in a Down Market: 6 Things to ConsiderA down market allows clients to convert a larger percentage of their traditional IRA.
February 22, 2022
Demand for Estate Planning Booms Among MillennialsThree-fourths of millennials surveyed have completed a will-based estate plan, a new study has found.
February 16, 2022
Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022The IRA and tax whiz offers guidance for advisors dealing with legislative uncertainty, RMD changes and other challenges.
February 10, 2022
Slott, Pfau: When and How to Use Annuities, Life Insurance in Client PlansEd Slott discusses using life insurance to reduce RMDs; Wade Pfau talks about annuities for asset accumulation.